CarsonAllaria Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

CarsonAllaria Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$628K	Sell	17,911 -1,631	-8%	-$57.6K	0.31%	35
2025 Q4	$643K	Sell	19,542 -239	-1%	-$7.69K	0.32%	35
2025 Q3	$630K	Sell	19,781 -501	-2%	-$15.7K	0.33%	35
2025 Q2	$597K	Buy	20,282 +94	+0.5%	+$2.6K	0.32%	34
2025 Q1	$568K	Buy	20,188 +57	+0.3%	+$1.73K	0.33%	34
2024 Q4	$620K	Buy	20,131 +499	+3%	+$15.8K	0.35%	33
2024 Q3	$605K	Sell	19,632 -50	-0.3%	-$1.5K	0.35%	33
2024 Q2	$566K	Buy	19,682 +98	+0.5%	+$2.84K	0.35%	32
2024 Q1	$589K	Buy	+19,584	New	+$559K	0.37%	33
2022 Q3	–	Sell	-18,104	Closed	-$408K	–	337
2022 Q2	$408K	Buy	+18,104	New	+$442K	0.38%	34

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return